Reviewing and Updating the Budget Settings

Objective

After completing this lesson, you will be able to manage the Budget Settings.

Introduction

Reviewing and updating budget settings in SAP Concur's Budget configuration is a required step in building the configuration.

How to Review and Update the Budget Settings

Follow these steps to review and update budget settings. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video is available to reinforce what you've learned and provide a quick recap.

Steps

  1. Once you log in to the Budget Configuration page, select the Budget Settings tab. The Budget Settings page appears.

    The image shows a screenshot of Fiscal Calendar page. The page includes tabs such as: Fiscal Calendar, Budget Category, Budget Items and Budget Settings (highlighted in yellow). Below these tabs, there are action buttons labeled: New, Modify, Activate, Deactivate, and Remove.

  2. Review all the settings and make appropriate changes based on your company's needs.

    The image shows a screenshot of the budget configuration page with the Budget Settings tab listing available options. The page includes tabs such as: Fiscal Calendar, Budget Category, Budget Items and Budget Settings. Below these tabs are various input options with checkboxes for configuring different budget settings (highlighted in a yellow box). On the page, under the tabs there are two buttons, Save and Cancel.

  3. Select Save to apply these changes.

    The image shows a screenshot of the budget configuration page with the Budget Settings tab listing available options. The page includes tabs such as: Fiscal Calendar, Budget Category, Budget Items and Budget Settings. Below these tabs are various input options with checkboxes for configuring different budget settings. On the page, under the tabs there are two buttons, Save (highlighted in yellow) and Cancel.

Result

How to Review Changes Made to the Budget Settings

Follow these steps to review the changes made to the budget settings. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Steps

  1. In the Budget Items tab, select More.

    The image shows a screenshot of the Budget Item page. The navigation tabs labeled Fiscal Calendar, Budget Category, Budget Items and Budget Settings appear at the top, with Budget Items currently selected. Below these tabs are action buttons labeled New, Modify, Remove, More (highlighted in yellow), and New Team Budget. The table within the page has various columns: Budget Name, Fiscal Year, Budget Owner, Budget Display Name, Annual Budget, Currency, Created and Last Modified. There is no data populated for the table.

  2. Select Change Logs from the More dropdown menu.

    The image shows a screenshot of the Budget Item page. The navigation tabs labeled Fiscal Calendar, Budget Category, Budget Items and Budget Settings appear at the top, with Budget Items currently selected. Below these tabs are action buttons labeled New, Modify, Remove, More, and New Team Budget. The More button has been clicked, showing a dropdown menu with options: Import, Adjustments Import and Export, Change Logs (highlighted in yellow), and Bulk Exports. The table within the page has various columns: Budget Name, Fiscal Year, Budget Owner, Budget Display Name, Annual Budget, Currency, Created and Last Modified. There is no data populated for the table.

  3. Select Settings from the Config Type dropdown menu.

    The image shows a screenshot of an interface titled Change Logs with a description of it. The interface includes several input fields: Config Type (with a dropdown menu expanded showing two options: Budgets and Settings highlighted in yellow), Select Modified by (a dropdown menu) and Budget Description (Name) with a search bar labeled Search Budgets. At the bottom of the interface are buttons labeled Clear Search and Search Logs.

  4. Enter the Start Date and End Date.

    The image shows a screenshot of an interface titled Change Logs with a description of it. The interface includes several input fields: Config Type, with a dropdown menu expanded showing two options: Budgets and Settings (highlighted in yellow), Start Date and End Date (highlighted in yellow) and Select Modified by (a dropdown menu). At the bottom of the interface are buttons labeled Clear Search and Search Logs.

  5. Choose Search Logs.

    The image shows a screenshot of an interface titled Change Logs with a description of it. The interface includes several input fields: Config Type, with a dropdown menu expanded showing two options: Budgets and Settings (highlighted in yellow), Start Date and End Date, Select Modified by (a dropdown menu) and Budget Description (Name), a search bar labeled Search Budgets. At the bottom of the interface are buttons labeled Clear Search and Search Logs (highlighted in yellow).

  6. Review the results.

    The image shows a screenshot of an interface titled Change Logs with a description of it. On the left side of the interface, there are several input fields and dropdowns for searching the change logs. At the bottom of the section, there are buttons labeled Clear Search and Search Logs. On the right side of the interface, there are search results indicating 15 records were found, displaying a table with columns titled Date and Time, Modified By, Setting Description, and Action.

References

TitleLink
Budget Admin Guide - Manage Budget SettingsBudget Admin Guide - Manage Budget Settings

Summary

  • Access the Budget Settings tab to review and update configuration options.
  • Adjust each budget setting to match your company’s requirements.
  • Save changes to apply updated budget settings.
  • Use the Change Logs feature to track all updates made to budget settings.
  • Filter and review change logs by date and configuration type for auditing purposes.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn